QuickBooks Q&A
Recently active
Hello,We are a US based small company, and we recently added Canadian customers to our business and associated them with the Canadian dollar. When creating an invoice for the Canadian customer, the options to allow them to pay using debit or credit card are not available to be enabled. These are available for our US customers. The only payment option for those customers appears to be payment by check. They are frustrated that this is the only options. I contacted QB support and they said that is how it works. Are there any other options? Thank you in advance.
Here's an overview of my situation:1. I manually imported bank checking account transactions as my client hadn't connected bank feeds yet. 2. Afterwards, I connected the bank checking account to the bank feeds in QBO. There are now 2 checking accounts in QBO - the same checking account: one manually created, the other automatically created via the bank feed connection. 3. I deleted the manually important bank transactions and made the manually created bank account inactive. 4. When running a balance sheet report for January, the inactive, manually created bank account shows up with "(deleted)" next to it with a balance of $8,259.38.5. Running a balance sheet for February does not show the deleted/inactive account.6. The Opening Balance Equity account shows: DateTypePayee AcctIncreaseDecreaseBalance02/07 CheckChase (deleted) $8,259.38$8,259.3801/01DepositBUS CHK$8,259.38 $16, 518.7601/01DepositChase (deleted)$8,259.38 $8,259.38 Question: How
Hello! When creating an invoice, QBO automatically adds the customer/business name to the top of the Billing and Shipping addresses. I have multiple problems here; 1. My billing address is always different than my shipping address and go to two separate entities.2. When I delete them manually and hit save, they automatically come back. Why is QBO doing this and is there a way I can fix this? Thanks!
My CPA had us do a JE to correct some balances. However they added a credit that is not applied to anything and told us just to mark it as QB's customer. Now it just hangs on our AR summary. Is there any way to remove this or is there a correct way to enter the JE?
One of our employees booked a flight for a business trip with a company business credit card and the trip was cancelled. Therefore received an air credit for future use. how to record in QuickBooks?
We are a small company who uses QBE. We receive new prices from our supply houses daily and update our item database multiple times a week. Our question is does anyone know if QBE has a refresh button or a way to make sure updated item pricing reflects on current estimates? For example, if I completed a quote last week and this week the price for an item used in that quote changed costs, would QBE automatically update the price or do we need to manually make the change? Thanks for the help!
So the paid invoices appear as negative line items in the expense section of the report. This is happening for only one category of service, and that service is configured the same as all of the others. Seems the report is incorrectly configured. Anyone else run into this issue?
Last year we were able to use Quickbooks to send in our 1099s. This year we are paying twice as much and yet we don't have this option without upgrading our service? Am am set up to send them directly to IRS. Is this an easy / better option?
Hi, I have an account with a vendor that holds a balance once I receive refunds or other credits from them. I can either use this balance to make purchases or transfer it to my PayPal account which I have set up with QBO. I have a few transactions in my vendor and PayPal accounts where I've received credit from the vendor and transferred it to my PayPal account. Matching transactions are on both sides. The transactions are categorized when they are initially credited to me on the vendor side. How do I account for this? All I need to do is make a transfer of any remaining credit in my vendor account to my PayPal account.
Hello everyone!I need your help in order to record some transactions. I am a bookkeeper for a coffee shop that has 4 locations and I don't know how to record some things:1. I have some payments made to a credit card that I DO have in QuickBooks, but the bank account where the payments are coming from are missing. Under which account could I register these payments? 2. The cafeteria had an accident at one of its locations and the insurance company deposited some money with us. Under which account do I register this income? 3. We use an app called Dripos (which is like Square) and by mistake it deposited money for product sales that corresponds to another of our locations, so we transfer it to the bank account of the corresponding location. Can I register these transfers as “Dripos Income” so that the number stays at $0? 4. The owner transferred money from the coffee shop business account to his personal account to pay the credit card, but he made a mistake and the amount
So, I just converted over to Online from Desktop. The layout for Customers and Jobs is completely different in Online compared to Desktop. When I generate an invoice the Bill To box, shows the Job name, and then the customers information and address. I want just the name and address of the customer in the Bill To. Is there a way to remove the Job name from this box. I have looked everywhere. When I edit the customer the Job Name is in the "Customer Display Name" , why is this, it's not the Customers name, it's the job that was in Desktop? Does Online not work well with Customers and Jobs like Desktop did? See the first picture. Kitchen Cabinets was the job under the Customer in Desktop.
We have QuickBooks automatically calculate and add late fees, however when it does, it automatically checks off the sales tax box, even when the service it is being applied to is non-taxable or the customer is marked as sales tax exempt.
Want to run a report showing monies spent with vendors, with totals by vendor for this fiscal year.Seems that when I do a search, the answer always applies to QBO, not desktop.TIA for any help!
Hello all. I have the following problem. My product has a long production time (2-3 weeks). But we demand upfront payment or 50% deposit from our clients. That means I receive a lot of payments on my bank account, which i need to book as current liabilities and then once the product is delivered to the client I create the invoice (dated on the delivery date) in order to record the revenue once the service has been rendered. But since qbo always takes the invoice creation date as the revenue recognition date, that also means I cannot really create invoices for my customers without correcting the invoice date once the order has been fulfilled. Does anyone have an easier work around to this? Thanks so much
Within the RECEIVE PAYMENTS window the actual open invoices to pay show extremely faint. For my life I can't find how to make them appear as everything else - darker. For my kingdom, please tell me where the preference is to increase the darkness. I appreciate your assistance in advance. I have a screenshot, although there's a window below this box that reads "You must be signed in to add attachments", I'm signed in but it won't allow me to add the file. Thanks,
Original commenter did not share additional details
I need to edit a packing slip. Is there a way to add the SKU to the packing slip or add or remove other information? Really need this feature if not. Packing slip currently offers very little information and includes shipping charges as a line item.
Hello, I am trying to export a customer detail list based upon a specific product. I've tried to create a report with no success. I'm hoping that someone smarter than me can show me the way. Thank you. Thomas I need: Date Range 2022-today Product is "XXX" Company name Contact Name Email address Mailing Address
QuickBooks Solopreneur was built with our brave, determined, and busy self-employed users in mind. Check out the latest episode of The Answer Room, where the team dives into getting started with QuickBooks Solopreneur, how key features like invoicing, expense tracking, and report insights can help make your financial management a breeze, and the simplified process of filing taxes directly in-product. To stay up to date on all of our live events, or to connect with our social support channels, find us on social via the links below. Instagram Facebook X Threads
Created invoice online on desktop for $300. Customer shows they have open balance of 300 on mobile app for Android, but the invoice doesn't show under customer details, previous invoices do.
My transactions have not synced to my quickbook account since July.
I was trying to edit the policies I created, but now I just made a bunch of messed up policies and I cannot delete the old/bad ones.
[I've been using QuickBooks Online extensively to manage our company's payroll and have generally been pleased with its functionality and reliability. However, I've encountered a significant issue that I hope to find guidance on here.Recently, we decided to enhance our employees' retirement options by encouraging them to enroll in a Roth SIMPLE IRA, spurred by the enhancements of the SECURE Act 2.0. Unfortunately, when we tried to set up the necessary payroll deductions in QuickBooks, I was surprised to find that the platform does not yet support Roth SIMPLE IRA deductions.This lack of support complicates our payroll process and affects our operational efficiency. It also impacts our employees' trust in us to effectively manage their benefits. As we all know, retirement planning is evolving rapidly, with significant changes like automatic enrollment features expected in the upcoming SECURE Act 3.0. Timely updates in QuickBooks are more crucial than ever.I'm reaching out to see if anyon
